GenWealth Group, Inc. IEF Holdings History

Number of Shares
381,200.00
Current Holdings Value*
$36.36 Mil
% of Portfolio
8.01%
Total Estimate Gain
$-4.03 Mil
% of Total Estimate Gain
-6.43%

GenWealth Group, Inc.'s iShares 7-10 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, GenWealth Group, Inc. held 381,200.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $36.36 Mil. This investment constitutes 8.01% of their stock portfolio, and GenWealth Group, Inc. now holds 0.1% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.

The initial trade took place in 2018Q2. And since then GenWealth Group, Inc. has made 18 purchases of IEF, at an average price of $103.84, for a total of 603,223.00 shares. In addition, there have been 10 sales at an average price of $101.31 for 222,023.00 shares. Based on historical transaction data and IEF's current price of $94.76, GenWealth Group, Inc.'s estimated gain on his IEF holdings is $-4.03 Mil, reflecting a -6.43% gain to date.

GenWealth Group, Inc. IEF ($94.76) Holding Chart

GenWealth Group, Inc. IEF ($94.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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